PM1’s CRM centralises prospect tracking, client data, mandates, documents, and interactions into a single, controlled view creating a reliable source of truth for relationship teams. Onboarding workflows, integrated KYC/AML and due-diligence support, and approvals strengthen compliance while reducing operational friction. Structured relationship tracking (activities, tasks, reminders, and opportunities) ensures every client touchpoint is captured, searchable, and auditable enabling faster servicing and consistently personalised engagement.
Order Management
The system applies pre-trade compliance checks, including presets for MiFID II and FinSA, as well as client-specific restrictions. It supports various levels of constraints - soft, medium, and hard - along with the ability to manage restriction sets and apply bulk changes.
Securities, payments, FX, money market, and derivatives orders, with support for both exchange-traded and over-the-counter products.
Restrictions can be applied ad hoc or can be automatically applied within the order process to provide proper pre-deal checks.
STP routing is available via FIX, SWIFT, and REST API.